6 min read
Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical to understand...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
6 min read
Mar 19, 2026
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical to understand...
7 min read
Mar 17, 2026
The Internal Revenue Code has long had much to offer taxpayers who are 50 or older, nearing retirement or already in...